See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ROSS SINCLAIRE & ASSOCIATES2 years Service code 27 · EIN 20-2461737 | Advisory (Plan) | $59,630 |
MOSAIC CONSULTING GROUP LLC1 year Filed as: MOSAIC CONSULTING GROUP, LLC. Service code 16 · EIN 27-4643512 | Consulting | $18,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,919 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,610 | $66,528-20.9% | $86,874-39.4% | $86,799-39.4% |
| Participation rate | 44.4% | 72.4%-28.0pp | 71.6%-27.2pp | 72.3%-27.9pp |
| Annual return | 12.49% | 19.56%-7.1pp | 63.52%-51.0pp | 97.91%-85.4pp |
| Employer contribution / active EE | $756 | $2,007-62.3% | $2,495-69.7% | $2,405-68.6% |
| Participant deferral / active EE | $2,177 | $3,240-32.8% | $3,699-41.2% | $4,131-47.3% |
| Admin fee / account holder | $159 | $148+7.6% | $5,828-97.3% | $170-6.0% |